Purchases and Sales Made in Q2 2025 in Jp Morgan ETF Tr Ultra Short I (JPST)
This table provides information about the institutional ownership of Jp Morgan ETF Tr Ultra Short I (JPST) during Q2 2025. The information is specifically focused on institutions that hold shares of JP MORGAN ETF TR ULTRA-SHORT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.8K- 1.72% |
$999K - $1.01M
|
1.14M
$57.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-20.3K- 65.48% |
$1.02M - $1.03M
|
10.7K
$541K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-20.6K- 5.98% |
$1.04M - $1.04M
|
323K
$16.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-21.1K- 30.88% |
$1.06M - $1.07M
|
47.2K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-21.5K- 15.81% |
$1.08M - $1.09M
|
114K
$5.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-21.7K- 11.4% |
$1.09M - $1.1M
|
168K
$8.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-21.7K- 99.76% |
$1.09M - $1.1M
|
53
$2.69K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-21.7K- 4.5% |
$1.09M - $1.1M
|
461K
$23.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-22.5K- 2.94% |
$1.13M - $1.14M
|
743K
$37.6M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-23.1K- 42.15% |
$1.16M - $1.17M
|
31.6K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-23.5K- 14.2% |
$1.18M - $1.19M
|
142K
$7.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-23.7K- 75.21% |
$1.19M - $1.2M
|
7.81K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-23.8K- 4.56% |
$1.2M - $1.21M
|
498K
$25.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-24.2K- 15.07% |
$1.22M - $1.23M
|
137K
$6.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-25K- 2.16% |
$1.26M - $1.27M
|
1.13M
$57.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Nepsis Inc.
|
SELL
|
- |
-25.4K- 54.69% |
$1.28M - $1.29M
|
21.1K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-25.8K- 85.38% |
$1.3M - $1.31M
|
4.42K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-26.5K- 16.1% |
$1.34M - $1.34M
|
138K
$7.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-27.8K- 12.44% |
$1.4M - $1.41M
|
196K
$9.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-30.8K- 8.31% |
$1.55M - $1.56M
|
340K
$17.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-30.9K- 12.41% |
$1.55M - $1.56M
|
218K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-32.2K- 42.08% |
$1.62M - $1.63M
|
44.3K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-32.8K- 33.26% |
$1.65M - $1.66M
|
65.8K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-33.3K- 4.1% |
$1.68M - $1.69M
|
780K
$39.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-34K- 96.57% |
$1.71M - $1.72M
|
1.21K
$61.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-34.5K- 44.46% |
$1.74M - $1.75M
|
43.1K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-35K- 82.3% |
$1.76M - $1.77M
|
7.53K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-35.3K- 79.08% |
$1.78M - $1.79M
|
9.33K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-35.9K- 43.71% |
$1.81M - $1.82M
|
46.2K
$2.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-36K- 16.01% |
$1.81M - $1.82M
|
189K
$9.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.4K- 46.98% |
$1.84M - $1.85M
|
41.1K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-37.3K- 12.97% |
$1.88M - $1.89M
|
250K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-38.7K- 67.11% |
$1.95M - $1.96M
|
19K
$962K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-40.4K- 88.99% |
$2.04M - $2.05M
|
5K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-41.3K- 33.15% |
$2.08M - $2.09M
|
83.3K
$4.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-41.7K- 75.74% |
$2.1M - $2.11M
|
13.3K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.7K- 2.11% |
$2.1M - $2.11M
|
1.94M
$98.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-42.8K- 98.03% |
$2.16M - $2.17M
|
862
$43.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-42.9K- 37.0% |
$2.16M - $2.17M
|
73K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-43.1K- 5.04% |
$2.17M - $2.18M
|
811K
$41.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-44K- 24.56% |
$2.21M - $2.23M
|
135K
$6.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-44K- 68.29% |
$2.22M - $2.23M
|
20.4K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-45K- 21.53% |
$2.27M - $2.28M
|
164K
$8.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-47.5K- 26.67% |
$2.39M - $2.41M
|
131K
$6.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-49.3K- 37.72% |
$2.48M - $2.5M
|
81.4K
$4.12M
|
|
|
Aug 22, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-52.6K- 92.57% |
$2.65M - $2.67M
|
4.22K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-53.4K- 8.11% |
$2.69M - $2.71M
|
605K
$30.7M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-53.6K- 4.95% |
$2.7M - $2.71M
|
1.03M
$52.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-55.3K- 31.19% |
$2.78M - $2.8M
|
122K
$6.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-57.9K- 41.23% |
$2.92M - $2.94M
|
82.6K
$4.19M
|